Top 10 themes for 2023
It’s that time of year when our thematic research team looks at what topics could move markets in the coming year. These are obviously not set in stone – from the top ten topics last year, six turned out to be fairly accurate, two didn’t and two remain to be seen. So what might 2023 bring? The report takes a look at developments in the economy, business and politics that could impact markets, as well as topics that are growing in importance. Read about Fed decisions and Covid policies in China; general elections – or a lack thereof; supply chains and trade. Or you might be interested in hearing about the supply of semiconductors; the importance of tech and the threat of cybercrime. Whether you agree or disagree with the team’s ideas, we hope they will at least provoke an interesting discussion about the direction of markets, the economy, business and politics next year.
Read the full report from Luke Templeman, Henry Allen, Marion Laboure, Cassidy Ainsworth-Grace, Galina Pozdnyakova, Adrian Cox and Olga Cotaga or explore each chapter as they appear on the Deutsche Bank Research LinkedIn channel over the coming weeks.